ADT (NYSE:ADT) Releases Quarterly Earnings Results, Beats Estimates By $0.01 EPS

Posted by Geri Gentry on Jul 30th, 2026

ADT (NYSE:ADT – Get Free Report) posted its earnings results on Thursday. The security and automation business reported $0.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.22 by $0.01, FiscalAI reports. The company had revenue of $2.62 billion during the quarter, compared to analysts’ expectations of $1.29 billion. ADT had a net margin of 12.12% and a return on equity of 19.23%. ADT’s quarterly revenue was up 1.9% compared to the same quarter last year. During the same quarter last year, the company posted $0.23 EPS. ADT updated its FY 2026 guidance to 0.910-0.910 EPS.

Here are the key takeaways from ADT’s conference call:

Adjusted free cash flow rose 48% year over year to $406 million in Q2 and 64% year to date to $820 million, supporting $684 million in shareholder returns during the first half.
ADT modestly raised its 2026 outlook, now expecting approximately 2% revenue growth, 2% adjusted EPS growth, and roughly 30% adjusted free cash flow growth.
Subscriber momentum remained pressured, with softness in the dealer channel, reduced affiliate spending, and only 10,000 bulk accounts purchased versus 50,000 in the prior-year quarter; attrition held at 13.1%.
New growth and efficiency initiatives are progressing, including the early launch of lower-cost ADT Blu, migration of dealers to the ADT+ platform, and AI tools that reduced human-agent contacts and service tickets by nearly 20% while improving customer satisfaction.
Management expects higher cash taxes and interest expense in 2027, potentially creating $50 million–$100 million of headwind from each item as tax benefits diminish and favorable interest-rate swaps expire.

ADT Price Performance

Shares of NYSE ADT traded up $0.12 during midday trading on Thursday, reaching $7.53. The company’s stock had a trading volume of 10,899,951 shares, compared to its average volume of 10,465,947. The company has a debt-to-equity ratio of 1.94, a quick ratio of 0.67 and a current ratio of 0.84. The company has a market cap of $5.52 billion, a P/E ratio of 10.76 and a beta of 1.01. The business’s 50 day moving average price is $6.78 and its two-hundred day moving average price is $7.11. ADT has a fifty-two week low of $6.24 and a fifty-two week high of $8.94.

Trending Headlines about ADT

Here are the key news stories impacting ADT this week:

Positive Sentiment: Adjusted EPS beat estimates: ADT reported adjusted earnings of $0.23 per share versus the $0.22 consensus estimate, while revenue reached $1.312 billion, up 2% year over year. ADT Tops Q2 Earnings and Revenue Estimates
Positive Sentiment: Cash flow improved sharply: Operating cash flow rose 18% to $666 million, and adjusted free cash flow including interest-rate swaps increased 48% to $406 million. The stronger cash generation supports debt management, investment and capital returns. ADT Reports Second Quarter 2026 Results
Positive Sentiment: Shareholder returns remained substantial: ADT returned $684 million through buybacks and dividends during the first half, including $478 million of repurchases in the quarter. The board also declared a quarterly dividend of $0.055 per share, payable October 1.
Positive Sentiment: Full-year outlook was raised: Management now expects approximately 30% growth in 2026 adjusted free cash flow, alongside roughly 2% growth in revenue and adjusted EPS. New initiatives including ADT Blu, the ADT+ platform, AI-powered customer service and presence-sensing technology could support longer-term growth.
Neutral Sentiment: Management completed a $18 million bulk purchase of approximately 10,000 customer accounts and said Apollo no longer owns ADT shares following a secondary offering.
Negative Sentiment: Underlying profitability and customer metrics were softer: GAAP income from continuing operations fell 8% to $155 million, adjusted income declined 6% to $180 million, recurring monthly revenue decreased 1% to $360 million, and gross customer attrition rose to 13.1% from 12.8%.

Insider Buying and Selling

In related news, EVP Fawad Ahmad bought 7,500 shares of the business’s stock in a transaction dated Tuesday, May 12th. The stock was purchased at an average cost of $6.75 per share, for a total transaction of $50,625.00. Following the transaction, the executive vice president owned 302,334 shares in the company, valued at $2,040,754.50. The trade was a 2.54% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Kimberly Miller bought 3,625 shares of ADT stock in a transaction dated Thursday, May 14th. The shares were bought at an average cost of $6.91 per share, for a total transaction of $25,048.75. Following the completion of the acquisition, the executive vice president owned 55,984 shares in the company, valued at $386,849.44. This represents a 6.92% increase in their position. The SEC filing for this purchase provides additional information. Over the last three months, insiders acquired 54,855 shares of company stock worth $376,172. 3.00% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Sivia Capital Partners LLC acquired a new position in shares of ADT in the 2nd quarter valued at approximately $93,000. Northwestern Mutual Wealth Management Co. boosted its position in shares of ADT by 5,276.9% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 10,001 shares of the security and automation business’s stock worth $87,000 after acquiring an additional 9,815 shares in the last quarter. IFP Advisors Inc boosted its position in shares of ADT by 1,759.1% during the 3rd quarter. IFP Advisors Inc now owns 3,997 shares of the security and automation business’s stock worth $35,000 after acquiring an additional 3,782 shares in the last quarter. Los Angeles Capital Management LLC bought a new position in ADT in the fourth quarter valued at approximately $28,000. Finally, EverSource Wealth Advisors LLC increased its stake in ADT by 344.1% in the second quarter. EverSource Wealth Advisors LLC now owns 21,483 shares of the security and automation business’s stock valued at $182,000 after acquiring an additional 16,646 shares during the last quarter. Institutional investors and hedge funds own 87.22% of the company’s stock.

Analyst Ratings Changes

Several research firms have weighed in on ADT. UBS Group set a $7.50 price target on shares of ADT in a report on Friday, May 1st. Weiss Ratings restated a “hold (c)” rating on shares of ADT in a report on Wednesday, July 15th. Two research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, ADT currently has a consensus rating of “Hold” and a consensus price target of $8.08.

View Our Latest Research Report on ADT

ADT Company Profile

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ADT Inc is a leading provider of security and automation solutions for residential and commercial customers. The company offers a comprehensive suite of products and services, including intrusion detection systems, video surveillance, fire and carbon monoxide monitoring, and integrated smart home automation platforms. Through professional installation, continuous monitoring, and a network of 24/7 monitoring centers, ADT helps customers protect their properties, assets and loved ones.

Founded in 1874 as the American District Telegraph Company, ADT has evolved from one of the first telegraph-based alarm services into a modern security technology enterprise.